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J. Patrick Wofford
J. Patrick Wofford
Vice President - Wealth Management
Financial Planning Specialist
112 E. Pecan
Suite 1500
San Antonio, TX 78205
tel: 210-271-6103
toll free: 800-323-0456
fax: 210-271-6194
Email Me
Welcome Associations Experience Services Education Honors
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Texas A&M Association of Former Students
  • Texas Aggie Corps of Cadets Association
  • Boy Scouts of America
Business Experience
  • 1987 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Planning Specialist
    San Antonio, TX
Services
  • 401k Rollovers
  • 529 Plans
  • Asset Management
  • Cash Management
  • Education Planning
  • Estate Planning
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Insurance Services
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • Bachelor of Science, 1982
    Texas A&M University
    College Station, TX
  • Financial Planning Specialist designation with Smith Barney
Honors and Recognitions
  • Century Council Member
    Smith Barney
Bulletin Board
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
    *Source: Thompson Financial Securities Data
J. Patrick Wofford is licensed in the following state(s): AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, ME, MO, NC, ND, NM, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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